Part Time Branch Office Administrator - Luverne, MN

Edward Jones, a Fortune 500 financial services firm that operates privately and puts clients first, is looking to fill a Part-Time Branch Office Administrator role in Luverne, Minnesota. The position is onsite at the Luverne branch and is a good fit for someone who likes helping clients, keeping office operations organized, and working closely with a small team. The company emphasizes a people-centric culture and professional development as part of daily work life.

As a BOA, you’ll be a frontline connection for clients, handling inquiries by phone, email and in person while building relationships with clients, referral sources and internal staff. The role covers account openings, transfers and other routine requests directed by the financial advisor, along with processing transactions and keeping accurate client records. You’ll prepare materials for client meetings, manage scheduling and correspondence, and support marketing efforts, all while helping update standard operating procedures to keep the branch running smoothly. Technology will be your ally, with tools like MoneyGuide, Salesforce and Microsoft Office in regular use, and you’ll work with some independence under the advisor’s direction to align with the branch plan.

Edward Jones describes its culture as inclusive and supportive, focused on positive impact for clients and colleagues. This could be a good home for someone who values teamwork, clear communication and steady, people-facing work in a community-minded setting.

A day in the Luverne branch

Your day in the Luverne branch centers on delivering solid client service across channels and keeping the office workflow on track. You’ll handle inbound and outbound calls, respond to emails, and meet clients in person when appropriate, all while aiming to create a smooth and positive client experience and cultivate productive relationships with referral sources and internal teams.

You’ll also support the practical side of the advisor’s practice, including opening new accounts, coordinating transfers and handling other requests, plus processing transactions and maintaining accurate client records. Scheduling appointments, assembling meeting materials, managing correspondence and backing marketing initiatives are part of the routine, with an eye toward streamlining processes and keeping SOPs current to support the branch business plan.

Technology plays a central role, so you’ll stay proficient with computers and be willing to learn new programs such as MoneyGuide, Salesforce and the Microsoft Office suite. The work is largely independent but relies on collaboration with the advisor and branch teammates to get complex tasks done well.

Your core capabilities

Must-haves for the BOA role include:

• Strong analytical thinking and a solid problem-solving approach
• Sharp attention to detail and a commitment to accuracy
• Ability to adapt smoothly as priorities shift
• Clear, confident conversational skills for client contact
• Comfort with digital tools and the willingness to learn new software
• Proven ability to work well with others in a team setting

Nice-to-haves include a bit more, such as:

• Experience delivering client service through calls, emails and in-person visits, and building relationships with referral sources and internal teams
• Background handling account openings, transfers and routine requests under supervision
• Strong administrative chops, including scheduling, meeting prep, correspondence and process updates
• Familiarity with financial services software like MoneyGuide, Salesforce and Microsoft Office

Compensation, benefits and schedule

The role is part-time and onsite in Luverne. Edward Jones describes a pay approach that combines base pay with discretionary and performance-based elements, with potential merit increases as you advance in the BOA role. The posted range is acknowledged as a subset of the total pay range, with additional opportunities tied to performance and branch profitability.

Part-time associates who average at least 30 hours a week over a 12-month period are eligible for medical and prescription drug coverage, a Health Savings Account and a Flexible Spending Account, voluntary benefits (such as accident, hospital indemnity and critical illness), well-being programs (including an Employee Assistance Program), and a Retirement Plan after earning 1,000 hours of service in the plan year.

Where applicable, paid sick leave and paid time off accruals are provided in line with local law and hours worked. Edward Jones emphasizes a human-centered approach and private ownership, sharing successes with associates through discretionary and variable compensation programs, including bonuses based on branch and firm performance. Details like specific numbers are not provided here, but the description notes a path for merit-based progression within the BOA role.

Tips to position yourself for the Luverne BOA role

Lead your resume with client service and branch-support experience. Open with how you’ve handled inquiries across calls, email and in-person visits, and highlight any work that involved opening accounts, processing transfers or preparing meeting materials for clients.

Be ready to prove the must-haves with concrete examples. Think of a time when you used a data-minded approach to solve a problem, caught a detail that others missed, or collaborated with teammates to meet a tight deadline. Include your use of digital tools and any quick learning of a new program that helped a project or process move forward.

Brace for interviews by mapping your stories to the job’s core tasks. Prepare to discuss how you manage scheduling and correspondence, how you stay organized while supporting a financial advisor, and how you would use tools like MoneyGuide or Salesforce to support client needs and branch operations.

Ask a smart question that shows you’ve thought about the role’s impact on the branch. For example, inquire which SOP updates are currently underway and how the BOA would contribute to executing the branch business plan in the coming months.